Message Center
Overview
The Lawmatics Message Center centralizes client portal messages and SMS texts into a single, organized space.
Who Can Access the Message Center?
User access to the Message Center is based on matter access levels assigned in User Management settings.
- Users can only view messages for matters they have access to.
- As an admin, you can define these access levels in User Management.
- Access can be limited to matters owned, created, or all matters.
- Users with access to all matters will see all messages exchanged in the Message Center.
Admin View: The Message Center helps track and monitor all firm-wide communications.
Navigating the Message Center
To access the Message Center:
- Navigate to Message Center from the left-side navigation bar under People.
- View a dashboard of all client communications, based on user-specific access levels.
Client Portal Messages
- View all sent and received messages via the Client Portal.
- Click the "New Message" button at the top right to send a new portal message.
- Use the Message Type filter in the left sidebar to view only portal messages.
SMS Text Messages
- View all outgoing SMS messages.
- If using Two-Way Texting, message threads with clients will appear.
- Users with Two-Way Texting can:
- Send new text messages from the Message Center.
- Reply to message threads directly.
Filtering Messages
Users can filter messages based on multiple criteria:
- Contact-Specific Messages: View messages for one particular contact.
- Message Type:
- SMS only
- Portal messages only
- All messages
- Date Filter: Sort by specific timeframes.
- Message Status:
- Unread messages
- Read messages
- Sort Order:
- Newest first
- Oldest first
By utilizing these tools, firms can streamline communication and maintain organized client interactions efficiently.